Wallsti
Macro Mon 10:00 ISM Manufacturing PMI 55.5vs 54.5 stronger S&P fut +0.42%10y +2bp Next
Meme ranking

GOOG

Alphabet Inc. · Communication Services · Internet Content & Information
TECHSellMABuy · 8ZACKSHold R500#347 today TARGET+46% EARNINGSEPS miss −29% · rev −0.3%
$278.04 -0.06% today · -11.51% 1W
Nov 2 close or latest
Pre-market $277.63 -0.15% ·
Why it movedMoving with the marketReadout ›

Holders' trades in the past 90 days

Net buying: ≈$8.3B bought against ≈$159.3M sold. Net of both sides: 0.21% of the float.

WhoDoing≈ ValueOf the floatOf market capTheir stakePublicPrice sincePrice vs theirs
ARK Invest · ARK daily Sold · 1 session, Oct 23 $24.5M <0.01% <0.01% 0.01% of shares Oct 23 -12.4% -12.4%
ARK Invest · ARK daily Sold · 1 session, Sep 14 $13.2M <0.01% <0.01% 0.01% of shares Sep 14 -19.6% -19.6%
ARK Invest · ARK daily Sold · 2 sessions, Oct 8 – Oct 9 $10.8M <0.01% <0.01% 0.01% of shares Oct 9 -20.1% -19.5%
Congress · PTR Sold · 4 trades, 3 people, Aug 20 – Oct 16 $266K <0.01% Oct 27 -12.2%
Congress · PTR Bought · 1 trade, 1 person, Sep 14 $8K <0.01% Oct 1 -17.0%
Berkshire Hathaway · 13F Bought · Q2 2026 $8.3B 0.22% 0.24% 0.49% of shares
3.2% of its portfolio
Aug 14 -19.0% -21.3%
Bridgewater · 13F Sold · Q2 2026 $110.5M <0.01% <0.01% <0.01% of shares
0.11% of its portfolio
Aug 14 -19.0% -21.3%

In Wallsti's check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys and did about as well as QQQ after its sales.

The chart beside it

Technical rating: Sell (2 buy, 8 neutral, 16 sell of 26 indicators). RSI 21. Price -16.9% vs its 50-day average, -17.8% vs its 200-day, -30.2% from its 52-week high. Next 5 sessions: bargain $258.72 (-6.9%), stretch $298.80 (+7.5%). Technical · Pricing

Everyone we follow who traded the stock in the past 90 days, the runs still going first. Public: the day the trade became known (ARK's the evening of each session, a Form 4 or 13F on its filing day, Congress's on its report); price since: from that day's close to the latest. Price vs theirs: the latest price against the average they paid or got (a 13F's is the quarter-end price). Of the float: the shares traded over the shares the public can trade; their stake: shares held over all shares outstanding (a manager's: its last 13F plus its Form 4 runs since, ≈). Insiders: unplanned trades only (open-market buys, sales outside a 10b5-1 plan). 13F values are at the quarter's end and the trades happened some time in the quarter. The technical rating and bargain / stretch prices are the Technical and Pricing tabs' own. These describe the flow, not a forecast.

Insiders · 1 month
$0
unplanned net · 0 buys · 1 sell · 1 insider
sales: 0 unplanned, 1 under a 10b5-1 plan (0% unplanned)
Insiders · 3 months
$0
unplanned net · 0 buys · 3 sells · 1 insider
sales: 0 unplanned, 3 under a 10b5-1 plan (0% unplanned)
Congress · 3 months
≈−$258K
1 buy · 4 sells · 4 members
Congress · 1 year
≈−$24.5K
10 buys · 10 sells · 11 members
Fund moves · 3 months
≈+$8.2B
1 buy · 5 sells · 3 investors
Held by funds · now
≈$12.2B
8 investors · largest: Berkshire Hathaway

Insiders

Trade dateInsiderRoleSideTypeSharesAvg priceValueFiled
Oct 29, 2026 Frances Arnold Director Sell 10b5-1 plan 82 $284.00 $23.3K Oct 30
Sep 30, 2026 Frances Arnold Director Sell 10b5-1 plan 83 $340.45 $28.3K Oct 2
Aug 28, 2026 Frances Arnold Director Sell 10b5-1 plan 82 $337.71 $27.7K Aug 31
Jul 30, 2026 Frances Arnold Director Sell 10b5-1 plan 82 $333.39 $27.3K Jul 30
Jul 29, 2026 Marsida Saraci CAO Sell 10b5-1 plan 449 $333.20 $149.6K Jul 29
Jun 30, 2026 Frances Arnold Director Sell 10b5-1 plan 112 $351.28 $39.3K Jun 30
Jun 29, 2026 John Kent Walker President Sell 10b5-1 plan 8,998 $349.29 $3.1M Jul 1
Jun 26, 2026 Marsida Saraci CAO Sell 10b5-1 plan 449 $341.72 $153.4K Jun 29
Jun 15, 2026 John L. Hennessy Director Sell 10b5-1 plan 1,050 $368.63 $387.1K Jun 18
May 29, 2026 Frances Arnold Director Sell 10b5-1 plan 102 $381.00 $38.9K Jun 1
May 15, 2026 John L. Hennessy Director Sell 10b5-1 plan 1,050 $393.26 $412.9K May 19
Apr 30, 2026 Frances Arnold Director Sell 10b5-1 plan 102 $371.00 $37.8K May 1
Apr 15, 2026 John L. Hennessy Director Sell 10b5-1 plan 1,050 $331.65 $348.2K Apr 17
Apr 1, 2026 Amie Thuener O'Toole CAO Sell 10b5-1 plan 617 $289.63 $178.7K Apr 3
Mar 30, 2026 Frances Arnold Director Sell 10b5-1 plan 102 $275.19 $28.1K Mar 31

Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.

Congress

Trade dateMemberChamberSideAmountDisclosed
Oct 16, 2026 Michael Rulli House Sell $50K–$100K Oct 19
Oct 2, 2026 Pete Sessions House Sell $100K–$250K Oct 27
Sep 14, 2026 Cleo Fields House Buy $1K–$15K Oct 1
Aug 20, 2026 Scott Scott Franklin House Sell $1K–$15K Sep 17
Aug 20, 2026 Scott Scott Franklin House Sell $1K–$15K Sep 17
Jun 23, 2026 Jerry Moran, Senate Buy $1K–$15K Jul 21
Jun 15, 2026 Cleo Fields House Buy $1K–$15K Jun 26
Jun 1, 2026 Daniel Crenshaw House Sell $1K–$15K Jul 16
May 27, 2026 Jerry Moran, Senate Sell $1K–$15K Jun 25
Mar 30, 2026 John Fetterman Senate Buy $1K–$15K Apr 3
Mar 30, 2026 Alan Armstrong Senate Buy $1K–$15K Jul 21
Mar 27, 2026 Alan Armstrong Senate Buy $50K–$100K Jul 21
Mar 16, 2026 Cleo Fields House Buy $1K–$15K Apr 7
Jan 20, 2026 Cleo Fields House Buy $100K–$250K Feb 3
Jan 12, 2026 Cleo Fields House Buy $1K–$15K Feb 3

Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.

Funds

Who holds it
InvestorSharesValueOf its portfolioVs quarter beforeAs of
Berkshire Hathaway (Warren Buffett) 27,188,433 $9.6B 3.2% +658% Q2 2026
Himalaya Capital (Li Lu) 2,451,300 $866.1M 23.4% — Q2 2026
Appaloosa (David Tepper) 1,850,000 $653.7M 8.7% +7% Q2 2026
Baupost (Seth Klarman) 1,371,931 $484.7M 9.0% +16% Q2 2026
Coatue (Philippe Laffont) 908,395 $321M 0.66% -19% Q2 2026
ARK Invest (Cathie Wood) 691,584 $192.4M ARKQ 4.2% · ARKX 3.5% · ARKW 2.7% · ARKK 0.8% — Nov 2
Pershing Square (Bill Ackman) 311,726 $89.4M 0.65% -95% Q1 2026
Bridgewater (Ray Dalio's firm) 74,207 $26.2M 0.11% -81% Q2 2026
ARK's position

ARK is cutting GOOG: 1.8% → 1.5% of its portfolio in a month, −0.25 points from selling (≈$35.3M).

OverShare of ARK then → nowNet bought or soldFrom tradingFrom price and other
1M since Oct 2 1.8% → 1.5% −$35.3M −0.25−0.15
3M since Aug 3 2.6% → 1.5% −$48.5M −0.34−0.80
1Y since Oct 31 0.58% → 1.5% +$163.2M +1.2−0.30
ARK's buying and selling runs
SideTradedSessions tradedShares≈ ValueOf each session's volumePrice over it
Selling Oct 23, 2026 1 77,167 $24.5M 0.7%
Selling Oct 8 – Oct 9, 2026 2 31,336 $10.8M 0.1% +0.9%
Selling Sep 14, 2026 1 38,273 $13.2M 0.2%

Share of ARK: the stock's value over all of ARK's ETFs added up, from their daily holdings. From trading: the net dollars ARK bought (+) or sold (−) over the window's average assets, in points; from price and other: the rest of the change, mostly the stock's price against ARK's other holdings. A run: ARK trading the stock the same way with at most two sessions between trades (ARK spreads large orders out). This describes ARK's flow, not the price: in our check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys, and did about as well as QQQ after its sales.

Their moves
DateInvestorMoveSourceShares≈ ValueNow heldFiled
Oct 23, 2026 ARK Invest (Cathie Wood) Sold ARKK, ARKW 77,167 $24.5M source
Oct 9, 2026 ARK Invest (Cathie Wood) Sold ARKK 5,994 $2.1M source
Oct 8, 2026 ARK Invest (Cathie Wood) Sold ARKK 25,342 $8.7M source
Sep 14, 2026 ARK Invest (Cathie Wood) Sold ARKK 38,273 $13.2M source
Aug 14, 2026 Bridgewater (Ray Dalio's firm) Trimmed 13F, Q2 2026 312,795 $110.5M 0.1% Aug 14
Aug 14, 2026 Berkshire Hathaway (Warren Buffett) Added 13F, Q2 2026 23,603,218 $8.3B 3.2% Aug 14
Jun 23, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW 23,603 $8.2M source
Jun 3, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW, ARKQ, ARKX 133,791 $47.6M source
May 15, 2026 Coatue (Philippe Laffont) Trimmed 13F, Q1 2026 884,651 $253.8M 1.1% May 15
May 15, 2026 Bridgewater (Ray Dalio's firm) New stake 13F, Q1 2026 387,002 $111M 0.5% May 15
May 15, 2026 Pershing Square (Bill Ackman) Trimmed 13F, Q1 2026 5,852,145 $1.7B 0.7% May 15
May 15, 2026 Berkshire Hathaway (Warren Buffett) New stake 13F, Q1 2026 3,585,215 $1B 0.4% May 15
Apr 30, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKQ, ARKX 84,129 $32.1M source
Apr 28, 2026 ARK Invest (Cathie Wood) Bought ARKK 40,656 $14.1M source
Mar 26, 2026 ARK Invest (Cathie Wood) Sold ARKK, ARKW 9,046 $2.5M source

Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves